PWM
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Puff Wealth Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.96M Sell
78,557
-4,245
-5% -$106K 1.42% 11
2025
Q1
$2.05M Buy
82,802
+1,079
+1% +$26.7K 1.92% 9
2024
Q4
$2.01M Buy
+81,723
New +$2.01M 3.51% 10